INTEGRA ASSET ADVISORS, LC
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Our minimum investment requirement is normally over $100,000.
Our fees for our Comprehensive Wealth Management Services (CWMS) are based upon the following percentage charge annually on assets under management. Applicable pro-rata fees are payable on a quarterly basis.
Value of Portfolios Annual Percentage Rate
First $100,000 to $1,500,000 1.50%
Next $500,000 1.25%
Next $1,000,000 1.00%
Next $2,000,000 0.80%
Over $5,000,000 Negotiable
- Financial Advice and Strategies
Committed to Simplifying Your Financial Life